CEO of Private Ocean

San Rafael, California
Greg Friedman retweeted
We recently admitted 3 #CaliforniaSeaLions with gunshot injuries. This is a stark reminder of the continued need for strong policies to defend wildlife, like the #MarineMammalProtectionAct. Donate today to protect marine mammals at bit.ly/2Ya2yiD. #GivingTuesday
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Greg Friedman retweeted
A comprehensive study shows decreasing #Arctic sea ice is allowing a deadly virus to spread to the #Pacific. @denisechow breaks down the latest evidence that shows #ClimateChange is impacting #MarineMammals in a fantastic article for @NBCNews. Read more ⬇️ nbcnews.to/2X9EcoT
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Greg Friedman retweeted
Bring cute to your inbox and sign up for our #email #newsletter today at bit.ly/2tqsN4y. #CuteEmergency
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Another fantastic #SchwabIMPACT - So many great sessions and keynotes. Also, they really set the standard for bringing people together. On the Jumbotron. #TeamPrivateOcean
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RIA Reaction to Zero Commissions: Smiles, Skepticism barrons.com/articles/ria-rea… via @BarronsOnline
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Happy to contribute to David Sterman's article along with @shaunkap for RIA Feeding Frenzy Moves Downmarket riaintel.com/article/b1h5yb7… via @riaintel
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Greg Friedman retweeted
The annual tradition #DDMSummit2019 Debate between @MarkTibergien and @DanSeivert moderated by @megan_ficomm begins! #DDMSummit2019
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Greg Friedman retweeted
Power picture 🙌 #DDMSummit2019
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Around here, birthdays are a big deal... Happy 15th to Roxy!
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It was an honor to help select the #wealthies this year with many of my colleagues and friends! @wealth_mgmt Editor's Letter: June 2019 wealthmanagement.com/industr…
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Greg Friedman retweeted
Fantastic news! Independent advisory firms plan to increase digital marketing budgets this year investmentnews.com/article/2… via @investmentnews
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It was a pleasure speaking to @NathanMersereau on his podcast this week with @shaunkap to discuss our new book, The Financial Advisor M & A Guidebook. Listen here: bit.ly/2UDo8cW
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We are so proud to have these incredible women on the Private Ocean team!
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Honored to be featured on @FAmagazine - On The Acquisition Trail fa-mag.com/news/on-the-acqui…
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